Moulton Wealth Management, Inc Portfolio Holdings
Moulton Wealth Management, Inc
- $107 Million
- Q2 2024
Moulton Wealth Management, Inc has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $107 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $23.8M, Ishares Treasury Floating Rate with a value of $23.5M, Vanguard Index Fds S&P 500 ETF with a value of $11M, Spdr Bloomberg 1 3 Month T Bil with a value of $4.61M, and Wisdomtree Trust Japan Hedged with a value of $4.05M.
Examining the 13F form we can see an increase of $11.5M in the current position value, from $95.4M to 107M.
Below you can find more details about Moulton Wealth Management, Inc portfolio as well as his latest detailed transactions.